Overpayments

Effective Practices

Kate Kingree, Program Manager, Employment Resources Inc.

August 7, 2014

Why do Overpayments Matter?

It Affects your EN’s Payments

Underpaid Overpaid

When and how Overpayments occur?

VS SSISSDI

SSDI: How Overpayments Happen

Work Reviews

Wage Reporting

Misunderstanding of work incentives

VS SGATWP??? ?

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System Problems/Inefficiencies

SSI: How Overpayments Happen

Wage Reporting

Misunderstanding of work

System Problems/Inefficiencies

Don’t work together

Eligibility Requirements

What do we do when they occur?

Determine if the information is accurate

Is the consumer using work incentives?

Does the IRS earnings record accurately reflect their earning history?

If the overpayment truly exists…

Forms to file

• SSA Form 561- Request for Reconsideration

• SSA Form 632- Request for Waiver or Change in Repayment Rate

Prevention Steps

Work with a Benefits Specialist

Reporting

My SSA- check regularly

SSI Overpayment Prevention

Mobile Wage Reporting App

Earnings Estimates

SSDI Overpayment Prevention

All or Nothing

Be one step ahead of the system

Request the initiation of a work review the last month of the Trial Work Period

Regularly visit MY SSA to check status of payments

Questions?